Barkan Management

Eliot Rose Wealth Management is a fee-only financial planning firm based in East Greenwich, Rhode Island. They specialize in providing unbiased and objective financial advice to clients transitioning into or living in retirement, serving both local and national clients. With a focus solely on retirement planning, their team of highly skilled professionals offers personalized services and utilizes their exclusive Sustainable Spending Analyzer (SSA) to simplify and answer the most important questions about retirement. Eliot Rose Wealth Management operates as a fiduciary, always putting their clients' financial interests first. They never charge commissions and are dedicated to providing retirement-focused solutions. With a deep understanding of their clients' lives, their financial planning engagement consists of 12 meetings, ensuring a comprehensive approach to financial advice. Clients have praised their professionalism, knowledge, and ability to create and execute retirement plans, making Eliot Rose Wealth Management a trusted partner in securing a comfortable retirement.Generated from the website

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website